Smartsheet for Insurance Solutions

HBrown

Good Afternoon, I wanted to check to see if there are any users in the Property & Casualty Insurance Industry and if so, could you share what you are using it for? I am a new user and still learning all its capabilities. I see that there is a large Healthcare following but not sure about the P&C world.

Andrée Starå

Hi,

What are you using now, and what are you using it for?

I'm asking because then I might have some ideas about what you could use Smartsheet for.

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

HBrown

Thanks Andree! My original purpose was to track peer/vendor file review results and still building that out. I want to use it to track certain claim files but haven't figured that piece out. And of course, using it track Annual goals and projects.

Andrée Starå

Happy to help!

It sounds like all that can be set up in Smartsheet. Seems straight forward.

Do you have anything you can share? (Excel, files or something in Smartsheet)

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Best,

Andrée

HBrown

Thank you, will do!

Andrée Starå

Hi Hilary,

How did it go? Did you manage to get something set up?

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting